5387 results found
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Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
8 votesValeryia Baranava responded
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1 vote
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Add an attached file to saved messages
Be able to attach a PDF to a saved message, so that you can send it with every document.
5 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
10 votes -
4 votes
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Apply design theme to table of contents as well. Table of contents formatting from custom design.
Ability for headers/footers and Table of Contents adhere to the document Design Theme
7 votes -
Smart content (conditional logic) - quicker response time
Would like the smart content (conditional logic) to respond quicker.
I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.
I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.
3 votes -
Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
See how long people spend looking at each page of a template, at the template level
Latest activity in template level
- will allow user's to view how long a user stayed in a page
2 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
Mobile Signing- React to finger signature without having to zoom in
Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.
Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.
Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.
2 votes -
ability to make the pricing table columns not visible to the end users (recipients)
the default pricing table columns should work in the similar way as the cost column
so you can set up it in the way so it will disappear automically and won't be visible to recipients13 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists by using Quote Builder. For more information, check the screenshot below.
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
16 votes -
Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
59 votesHi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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multiple approvers in same approval group
We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.
7 votes -
Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes
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